"The Estate Planner," May/June 2021

Download The Estate Planner

Below is a brief glance of what you'll find in the May/June 2021 issue of The Estate Planner.

  • Charitable giving in 2021 - Plan carefully to maximize the tax benefits
  • Is it time to review your beneficiary designations?
  • What a difference six months can make - An alternate valuation date can reduce estate tax liability
  • Estate Planning Red Flag: You and your spouse have elected to “split” gifts

For more information, please contact a Shumaker attorney in any of these practice areas:

Estate Planning
Trust and Estate Administration